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Disclosery

Trust Co of the South: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Co of the South on JPM, newest first. How the timeline and the estimate are built.

Trust Co of the South held 7,701 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,701 shares
    Change vs previous 13F -5 shares

    0.35% of the 13F portfolio, value $2,520,768.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,706 shares
    Change vs previous 13F +131 shares

    0.36% of the 13F portfolio, value $2,266,797.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,575 shares
    Change vs previous 13F +1,203 shares

    0.39% of the 13F portfolio, value $2,440,817.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,372 shares
    Change vs previous 13F +140 shares

    0.33% of the 13F portfolio, value $2,009,920.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,232 shares
    Change vs previous 13F -61 shares

    0.32% of the 13F portfolio, value $1,806,719.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,293 shares
    Change vs previous 13F +582 shares

    0.32% of the 13F portfolio, value $1,543,673.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,711 shares
    Change vs previous 13F -775 shares

    0.28% of the 13F portfolio, value $1,368,984.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,486 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,367,638.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).